IUSV

Ishares Core S&p U.s. Value

Latest period2024 - Q4Total superinvestors116

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 116 superinvestors own shares of Ishares Core S&p U.s. Value (IUSV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core S&p U.s. Value (IUSV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core S&p U.s. Value (IUSV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core S&p U.s. Value (IUSV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -1.27%
0.02%
$264,622
2,858 shares@ 92.59 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
0.24%
$263,020
2,841 shares@ 92.59 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
0.14%
$262,215
2,832 shares@ 92.6 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
0.04%
$260,995
2,819 shares@ 92.59 avg price
Ryan Callas@Greenhouse Wealth Management, Llc
Recent Activity
0.17%
$248,826
2,687 shares@ 92.61 avg price
Nancy Williamson@Helen Stephens Group, Llc
Recent Activity
Increased 0.87%
0.08%
$247,293
2,671 shares@ 92.59 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Increased 8.31%
0.08%
$240,271
2,595 shares@ 92.59 avg price
Carrie Prusa@Baron Silver Stevens Financial Advisors, Llc
Recent Activity
Increased 12.6%
0.05%
$238,419
2,575 shares@ 92.59 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Decreased -0.47%
0.02%
$233,975
2,527 shares@ 92.6 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
0.02%
$230,676
2,491 shares@ 92.61 avg price